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(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R

Ciena Corporation (NYSE:CIEN) is one of the 10 Best Performing Data Center Stocks So Far in 2026. On May 20, 2026, Ciena Corporation (NYSE:CIEN) highlighted its role in the launch of Cirion Technologies’ new Network-as-a-Service, or NaaS, platform across Latin America. The offering is designed to support enterprise connectivity across data centers, hybrid cloud environments, […]

Recently, Cirion Technologies launched a Ciena-powered Network-as-a-Service platform across parts of its Latin American fiber and data center footprint, while Matrix NAP Info activated Ciena’s WaveLogic 6-based GeoMesh Extreme solution delivering 1 Tb/s per wavelength on the Batam–Jakarta submarine cable segment. Together, these deployments show Ciena’s technology being used as a backbone for on-demand, AI- and cloud-centric networks across both regional terrestrial and long-haul subsea...

Ciena (CIEN) is back in focus after two customers activated its WaveLogic 6 optical technology, with Matrix NAP Info upgrading a key submarine cable segment and Cirion launching a NaaS platform in Latin America. See our latest analysis for Ciena. The recent customer wins in Latin America and Southeast Asia sit alongside sharp share price momentum, with a 30-day share price return of 16.99% and a year-to-date share price return of 137.23%. The 1-year total shareholder return is very large at...

This technology leader has proven to be a key supplier to the hyperscalers.

CIEN sees hyperscaler AI buildouts driving demand for optical systems, DCI and its new hyper-rail, plus Nubis-powered data center tech.

GOOGL, MSFT, ANET and CIEN are some indispensable cloud computing stocks to any investment portfolio.

Cirion Technologies has launched a new Network-as-a-Service platform powered by Ciena's optical technology. The platform offers real-time, on-demand programmable optical connectivity for data centers, hybrid clouds, and AI environments. This collaboration positions Ciena's technology as the backbone of an enterprise-focused service beyond submarine cable deployments. Ciena (NYSE:CIEN) is seeing its optical technology adopted as the core infrastructure for Cirion's new Network-as-a-Service...

Monday.com Ltd. provides cloud-based software for project, CRM, and workflow management to organizations around the globe.

ALHC, AGX, CIEN and WK make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

CIEN's WL6e powers 1 Tb/s submarine transmission in Southeast Asia as AI-driven network demand fuels customer growth and expansion.

Ciena's GeoMesh Extreme with WaveLogic 6 Extreme optical technology has gone live on the Matrix Cable System. Matrix NAP Info is among the first operators in Southeast Asia to commercially activate this solution on a live subsea network. The deployment is intended to increase subsea capacity and support growing digital connectivity needs across the region. Ciena (NYSE:CIEN) is drawing attention as its next generation coherent optical technology moves from lab to live traffic on a commercial...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

WDAY is set to report Q1 fiscal 2027 results on May 21, with expected revenue growth as demand rises for HCM, finance and AI-powered products.

TTWO heads into Q4 earnings with strong mobile momentum, NBA 2K engagement growth and rising costs shaping results expectations.

MU, UNH and AAMI led standout gains as Zacks highlighted top-performing portfolios amid volatile markets and inflation worries.

Quantum Computing Inc. (NasdaqCM:QUBT) reported a Q1 2026 revenue increase of over 9,000% year over year. The move follows completed acquisitions of Luminar Semiconductor and NuCrypt, which expand photonics, lasers, and quantum communications capabilities. The company also ran a joint demonstration of a layered quantum secured communications system with Ciena. These developments mark a shift toward commercializing its quantum networking technology and moving beyond a purely R&D profile. For...

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Stock market winners aren't hard to find in IBD's The New America page because most firms have a new product that's driving big growth.

GitLab delivers a unified DevOps platform supporting the full software development lifecycle for global enterprise clients.

Although Ciena has outperformed relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

CIEN is riding AI-driven demand and cloud adoption as hyperscalers boost optical network spending and Ciena expands its market share.

For years, Nokia stock was dismissed as a legacy hardware player trapped in a low-margin 5G cycle. But in early 2026, the narrative has fundamentally shifted. While the market remained fixated on software giants, Nokia quietly engineered a structural breakout into the $11 to $13 range, fueled by an "AI super-cycle" that is rapidly transforming the telecommunications sector.

Cisco Systems, Inc. (NASDAQ:CSCO) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer had a mixed view on the stock, as he commented: Now, Cisco reports this night, and I gotta tell you, its stock’s galloping like 1999. Cisco’s just […]

GLW rides on AI data center demand with expanded U.S. manufacturing and photonics growth plans, but competition and cyclical markets remain risks.

Shares of LITE gain after Q3 results beat estimates, fueled by AI and cloud demand, but supply constraints and high valuation may cap near-term gains.

Coherent stock rallies as Stifel issues a bullish note. Here’s why analyst Ruben Roy sees COHR shares ripping higher from current levels as the year unfolds.

Arista Networks Inc. (NYSE: ANET) is currently flashing a signal that often makes momentum investors pause: a 49x trailing earnings multiple, its highest in several years. Historically, Arista finds its comfort zone closer to 38x, leading many to wonder if the stock has finally reached a valuation peak. While industry veterans like Cisco Systems Inc (NASDAQ: CSCO) trade at much lower multiples, Arista has traditionally commanded a premium as the high-velocity challenger in the data center.

The optical-networking complex is ripping higher at midday Monday, with all three of the group’s marquee names posting double-digit gains. Applied Optoelectronics (NASDAQ:AAOI) is leading the basket, up 24% to $184.51, while Lumentum (NASDAQ:LITE) trades 17% higher near $1,057. Coherent (NYSE:COHR) rounds out the trio, up 13% to roughly $377.60. The rally is essentially a ... Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

Coherent Corp. (NYSE:COHR) is one of the 12 Best Photonics Stocks to Buy Now. On May 5, 2026, Stifel boosted its price objective for Coherent Corp. (NYSE:COHR) to $412 from $275. It retained a Buy rating on the shares. It referenced the firm’s forecast that upcoming quarterly reports from Coherent, Lumentum Holdings, and Ciena Corporation […]